The Need for a Chartered Financial Divorce Specialist

How can you help a client after they inform you they are separating from their spouse? Unfortunately, the industry has provided advisors with such stern warnings about conflicts of interest between the former spouses that most advisors just steer clear until the dust settles, and hope there is enough left to build a financial plan with. This presentation through the what the role of a Chartered Financial Divorce Specialist is, what their typical background is, the multi-disciplanary training they go though, and the tools they have available to help your clients to reduce their emotional responses and co-operate as they begin a new chapters in their respective lives. If the CFDS professional does their job well, then your clients are able to move on without emotional baggage, and money still in their pockets. More importantly, their kids are happier. Full presentation time: 1h 3m

How to Earn Your CE Credit?

This is a simple 3 step process 1. Watch the full presentation video 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!

CE Credits provided by this presentation:

* FP Canada - 1 Financial Planning credit * Advocis - 1 IAFE Approved credit * FSRA - 1 FSRA Approved credit * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1
The Need for a Chartered Financial Divorce Specialist
1. (Included in full purchase)
  Introduction and Instructions
2. (Included in full purchase)
  The Rules Governing CE Credits
3. (Included in full purchase)
  Presentation Overview
4. (Included in full purchase)
  Presentation Video
5. (Included in full purchase)
  Presenter Resourses

About the Presenter: Linda Cartier

Linda Cartier is president of two companies, Financial Decisions Inc., a financial planning firm in Northern Ontario, and the Academy of Financial Divorce Specialists, an organization training accredited financial professionals across Canada for the Chartered Financial Divorce Specialist (CFDS®) designation. Linda is passionate about helping people through the complexity of finances to create tailored plans for reaching their goals and to achieve the best outcomes regardless of their situation. As a collaboratively trained CFDS, Linda works as the neutral financial professional assisting client on understanding the financial piece as they go through separation, divorce or prepare for a cohabitation or marriage agreement. For those moments of leisure activities Linda loves the arts, and as an artist herself, paints on silk, plus is active with family times for skiing, hiking, and kayaking.